Exposing Retirement Planning Complaints

Retire Ready with Kyle Hammerschmidt

In this episode, we’re tackling some common complaints and fears that can arise during the retirement planning process. These complaints often include concerns about advisors taking too much risk, dissatisfaction with account growth, high fees, worries about Social Security not being enough to retire on, and more. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Here are some key takeaways from this episode:

• If you feel like your advisor is taking too much risk, consider your individual risk tolerance and goals + understand the trade-off between risk and return.
• Focus on the value provided by your advisor, not just the cost. While fees are important, cheaper doesn’t always mean better.
• Investment accounts might not always experience consistent growth, and fluctuations are part of long-term investing. Understanding your investment choices and financial plan is key!
• Financial plans should be explained by your advisor in simple, easy-to-understand terms.

We hope you enjoy the show!
Helpful Info:

Kyle's website: http://www.mokanwealth.com/

Phone: [phone]

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Disclosure: MOKAN Wealth Management is a registered investment adviser with the state of Kansas and Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.